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SMAR

Smartsheet Inc.

Delisted

SMAR was delisted on the 21st of January, 2025.

166 hedge funds and large institutions have $2.47B invested in Smartsheet Inc. in 2019 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 54 increasing their positions, 23 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 19

143% more funds holding in top 10

Funds holding in top 10: 717 (+10)

135% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 23

93% more capital invested

Capital invested by funds: $1.28B → $2.47B (+$1.19B)

80% more call options, than puts

Call options by funds: $31.1M | Put options by funds: $17.3M

46% more funds holding

Funds holding: 114166 (+52)

Holders
166
Holders Change
+52
Holders Change %
+45.61%
% of All Funds
3.59%
Holding in Top 10
17
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+142.86%
% of All Funds
0.37%
New
71
Increased
54
Reduced
23
Closed
19
Calls
$31.1M
Puts
$17.3M
Net Calls
+$13.8M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IHG
1
Insight Holdings Group
New York
$625M -$415M -11,999,930 -44%
Morgan Stanley
2
Morgan Stanley
New York
$242M +$180M +5,199,642 +706%
Capital World Investors
3
Capital World Investors
California
$145M +$24.7M +715,000 +25%
WRCM
4
Whale Rock Capital Management
Massachusetts
$110M -$86.3K -2,497 -0.1%
JP Morgan Chase
5
JP Morgan Chase
New York
$88.5M +$12.7M +366,563 +20%
Vanguard Group
6
Vanguard Group
Pennsylvania
$86.1M +$35.9M +1,039,168 +97%
Alkeon Capital Management
7
Alkeon Capital Management
New York
$77.7M +$4.32M +125,000 +7%
Point72 Asset Management
8
Point72 Asset Management
Connecticut
$73.4M +$62.2M +1,798,451 New
SP
9
Summit Partners
Massachusetts
$57.5M
1WCM
10
12 West Capital Management
New York
$55.3M +$9.4M +271,740 +25%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$49.5M +$42M +1,214,411 +754,293%
BlackRock
12
BlackRock
New York
$48M +$12.7M +366,032 +45%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$45.1M +$38.2M +1,106,288 New
CI Investments Inc
14
CI Investments Inc
Ontario, Canada
$44.1M -$19.1M -553,124 -34%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$38M +$29.8M +862,337 +1,242%
Capital International Investors
16
Capital International Investors
California
$31.2M
SIM
17
Spark Investment Management
New York
$28.7M +$6.06M +175,300 +33%
Citadel Advisors
18
Citadel Advisors
Florida
$24.6M +$20.9M +603,910 New
William Blair & Company
19
William Blair & Company
Illinois
$24.1M +$18.6M +537,885 +1,017%
Two Sigma Investments
20
Two Sigma Investments
New York
$22.9M +$16.9M +488,361 +659%
Canada Pension Plan Investment Board
21
Canada Pension Plan Investment Board
Ontario, Canada
$22.5M +$16.4M +475,535 +630%
TCM
22
TimesSquare Capital Management
New York
$22.1M +$18.8M +542,500 New
Millennium Management
23
Millennium Management
New York
$18.9M +$11.8M +341,385 +279%
Federated Hermes
24
Federated Hermes
Pennsylvania
$18.6M
DKCM
25
Davidson Kempner Capital Management
New York
$18.4M +$15.6M +450,753 New

SMAR Hedge Fund Activity: Q1 2019 in Review

166 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q1 2019, worth a combined $2.47B — up 93% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SMAR positions and 19 closed out — a net gain of 52 holders — while 54 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $180M. The largest seller was Insight Holdings Group, cutting an estimated $415M.

  • 166 institutional investors held Smartsheet Inc. (SMAR) as of Q1 2019, up from 114 in Q4 2018.
  • Funds reported $2.47B of Smartsheet Inc. stock for Q1 2019, up 93% quarter-over-quarter.
  • 71 funds opened new Smartsheet Inc. positions in Q1 2019 and 19 closed out, a net change of +52 holders.
  • The largest Smartsheet Inc. buyer in Q1 2019 was Morgan Stanley, an estimated $180M added.
  • The largest Smartsheet Inc. seller in Q1 2019 was Insight Holdings Group, an estimated $415M sold.

Based on aggregated 13F filings for Q1 2019.